Senior Client Services Account Analyst – Private Wealth and Retirement

Discover a Career That Empowers You - Join HUB International

At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it.

In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve.

We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career.

Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling.

We would love for you to explore what is possible at HUB International.

We currently have an opportunity for a Senior Client Account Services Analyst to join our Retirement & Private Wealth team in our Wilmington, MA office on a Hybrid work schedule.

SUMMARY OF RESPONSIBILITIES:

The Data Analyst supports Account Managers in the Retirement practice by performing the data loading, data entry, and data manipulation that drive plan administration. The role is responsible for the accurate and timely preparation of plan data — including census loads, recordkeeper file loads, asset reconciliation, and compliance testing inputs — enabling Account Managers to deliver compliance, government reporting, and client service in accordance with the practices, policies, and procedures of the Company.

SPECIFIC RESPONSIBILITIES:

Data & Recordkeeping

• Load and review data provided by clients and recordkeepers.
• Reconcile contributions and plan assets in preparation for Form 5500 filing.

Compliance Testing

• Prepare and compile data for compliance testing (e.g., top-heavy, 410(b), 402(g), ADP/ACP, 401(a)(4), (415).
• Prepare data for, and assist with the calculation of, employer contributions (e.g., match, profit sharing, new comparability).

Government Reporting

• Assist with the preparation of Form 5500, 8955-SSA, and other filing requirements.

Systems & Process Improvement

• Maintain the CRM (Customer Relationship Management) system by updating records, importing data, and helping build workflows.
• Provide support, training, and documentation for CRM users.
• Develop and maintain proficiency in all software required for the role, including Excel, ASC, the CRM, and vendor websites.
• Identify and implement workflow efficiencies using tools such as macros, AI assistants, and other process improvements.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree in Business, Finance, Data Analytics, Mathematics, or a related field OR commensurate experience.
• Strong proficiency with Microsoft Office products, particularly Excel.
• Comfortable working with and manipulating large data sets.
• Strong attention to detail, accuracy, and follow-through.
• Two or more years of relevant work experience in retirement plan administration or a similar role; candidates with internship or co-op experience will be considered.
• Ability to multitask, prioritize, and adhere to deadlines.
• Self-motivated, detail-oriented, and well-organized, with the ability to thrive in a team environment.
• Excellent organizational, interpersonal, verbal, and written communication skills.
• Experience with CRM platforms (data entry, record maintenance, or workflow configuration).

Preferred Qualifications

• Prior experience in business operations, insurance, or financial services 
• Exposure to project management tools or methodologies
• Insurance industry experience

What We Offer You

At HUB International, we are invested in yo